SLP results not pretty. Beware

Syukur holding on for this ride to 1.20

Beware of trappppppp 🤣

@pang72

"Lastly, we also favour AMBANK as we believe its current fundamentals are highly supportive of healthier discussions for M&As, which have in the past been frequently considered. The group is also one of the leaders in terms of SME profile, which is touted as a high-growth segment that could accelerate the group’s market share growth."
https://klse.i3investor.com/web/blog/detail/kenangaresearch/2023-08-01-story-h-243866735-Banking_June_2023_Statistics_Easing_Numbers

My bank holdings: Maybank for big cap, AmBank for mid cap

High risk high reward
Low risk low reward

PBB is very conservative in lending, that's why their bad loan ratios are quite pretty

@pang72 u see their P/E, earnings yield, profit margin, P/B ratio, almost everything similar

But CURRENT dividend yield, Alliance higher. Whereas for AmBank, u might have dividend upside (cos current payout ratio is relatively low)

Just my 2 sen

ABMB is well-managed but branch network very little. To me it's something like a niche bank.

Both Alliance and AmBank has significant exposure to SME segment

But I observe that AmBank has more malay customers, while Alliance more chinese ones

That is why Communist China gets things done
But India can never move forward

PJD Link Gamuda have meh?

https://www.malaymail.com/news/money/2023/07/31/hlib-maintains-a-buy-on-gamuda-despite-issues-with-its-sydney-rail-joint-venture-project/82713#google_vignette

https://www.thestar.com.my/business/business-news/2023/07/31/gamuda039s-sydney-metro-west-project-up-in-the-air

Buy, or run? 🤔

Phew past few months' gain satu kali kasi balik

hohoho patutlah today price boomed

AmBank cut dividends in recent years to rebuild its capital after paying thr 1MDB fine/penalty. It's public info, in the news. Now it's ready to resume its previous dividend policy already.

@calvintan while I'm also a palm oil stock fan, u dun have to promote palm oil stocks at non-related forum topics. It's not nice and annoying

MOU

Master
Of
Unprofitable

See page 3:

Funding costs to dampen margin growth for SEA banks, Maybank and CIMB may see dips in NII — report

https://ceomorningbrief.theedgemalaysia.com/2023/0609/

Limit up yilek. Most REITs under pressure lately

Bye bye glory days of Axis

https://www.facebook.com/photo/?fbid=1011050953218678&set=a.967152957608478

But, once sold, they become one-off gains. What next? Empty shell holding company?

@Starship2 acquisition of KIP Warisan is only at proposal stage

diamlah success2629 spamming wasting space

@sorrynaiklorry I won't EVEN consider take profit until I see at least 15% paper gain

That's my personal rule. Different people different strategy la

Yum yum...Pinky banks up, plantations also up

<<our latest superior planting materials produced at our research department as a vital part of sustaining our positive development>>

UTDPLT stands for QUALITY!

From page 11 of the QR:

Concerted efforts to alleviate these challenges are a vital part of our daily operations as we continue to identify areas that can improve our cost efficiencies without compromising on quality. Whilst labour shortages and field operations have improved significantly with the reopening of borders and a new inflow of guest workers, special attention is being focused on the importance of up-skilling new guest workers in order to achieve higher productivities and yields. This will be pursued relentlessly through continued mechanization efforts and replanting of the older and less productive oil palm stands in order to take full advantage of our latest superior planting materials produced at our research department as a vital part of sustaining our positive development.

Based on the current palm oil prices and the Company’s focus on securing the budgeted crop in the second half of 2023, the Board of Directors expects that the results for the year will be satisfactory.

Market don't like the news it seems

While the company's willing to be generous with dividends is good, could such generosity be interpreted as Management seeing limited growth opportunities, hence choosing to reward shareholders such?

Poor management to say the least

OTW to on-two-zelo!

Return of palm oil!

If u have been investing long enough u will know that EPF movements mean little to us retail investors.

hahahahahaahaha genius here

Wow YTL Tokyo listing manyak kuat

@cwc1981 that guy is a spammer. Report him together

Premium valuation becos of
1. Reputable management
2. Their product quality good, rarely hear their housebuyers complain kao kao
3. Steady+generous dividend yield/policy

@CalvinTan what has that news about BPLANT got to do with TAANN???

Steadily coming back!

AEONCR got huge provision more than enuf to cover

return of the i3 spammer. Admin, please perma-ban this joker

Hahahaha 50% in 1 month. Ponzi la tu 😂

Production numbers look not bad, growing

Woohoo Tiger kuat!

EPF actions with this counter is never a good indicator of future prospects

Give it up. Told you guys it's a value trap.

No need to talk down on banks to promote palm oil stocks, Calvin. I own BOTH banks and palm oil counters.

Just came back from Suria KLCC. Good crowd, and many tourists/foreigners too!

What does this has to do with the ETF??? 😂

oops sorry sate arnab 🤣